About Us

Professionals

John F. Herubin      Senior Vice President

office: 216-831-2430 Ext 205 mobile: 216-408-7064 e-mail Open vCard below

John works with middle market business owners to clarify transition options and assist in the execution and completion of these strategies. In addition, John leverages his technical and business experiences to deliver creative and innovative solutions to business owners. John has a proven track record of completing complex transactions and delivering successful results to his clients.

Most recently John was with Merrill Lynch’s Global Bank Group as a Commercial Finance Manager. In this role he managed a team of professionals that coordinated the delivery of corporate finance, merger & acquisition advisory, commercial real estate finance, cash management and investment solutions to approximately 1,800 financial advisors and their clients in the Great Lakes region.

Prior to joining Merrill Lynch, John was a Senior Vice President at KeyCorp. John provided investment banking services throughout the Great Lakes Region and was focused on serving privately owned, middle market companies with acquisitions, divestitures, and financial advisory services. In addition, John worked with more than 600 privately and family owned middle market companies with the development and implementation of business succession plans designed to accomplish the overall goals and objectives of business owners.

John also spent 9 years in public accounting as a tax and business consulting professional with Ernst & Young and Skoda, Minotti, Reeves & Co. He also holds his Series 7, 24, 63, and 65 securities licenses.

John holds a Bachelor’s degree from Youngstown State University and received his Juris Doctor from Cleveland State University.

John has participated as an instructor in several continuing legal and professional education seminars. Active in several organizations, John is a member of the American Bar Association, Ohio Bar Association, Cleveland Bar Association, American Institute of Certified Public Accountants, and the Ohio Society of Certified Public Accountants. He is a past member of Attorneys for Family-held Enterprises.

John is also active as a board member for Providence House in Cleveland and is the coordinator of a scholarship fund at Ursuline High School in Youngstown, Ohio.

John and his wife Therese, and three children reside in Mentor, Ohio.